High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
Excess Returns
00:00
Is the Market in a Recession?
Pena: As we kind of go through this bear market, how will you think about it on the backside in terms of redeploying your capital? He says he's better off sitting on his hands right now until the Fed is done with its squeezing. Pena: It won't prevent me from going and investing in companies that I think are really interesting at a good price.
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